Principia Wealth Advisory’s Diageo DEO Stock Holding History

Principia Wealth Advisory’s Portfolio DEO Stock Details DEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.21K	Buy	40 +37	+1,233%	+$2.99K	﹤0.01%	463
2026 Q1	$223	Sell	3 -18	-86%	-$1.57K	﹤0.01%	951
2025 Q4	$1.81K	Sell	21 -8	-28%	-$737	﹤0.01%	489
2025 Q3	$2.77K	Buy	29 +19	+190%	+$1.99K	﹤0.01%	375
2025 Q2	$1.01K	Buy	+10	New	+$1.08K	﹤0.01%	572

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principia Wealth Advisory's DEO Position: Q2 2026 in Review

Principia Wealth Advisory increased its Diageo (DEO) stake by 1,233% in Q2 2026, buying an estimated $2.99K and bringing the position to 40 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Principia Wealth Advisory first reported a position in DEO in Q2 2025 and has held it in 5 quarters since. 723 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Principia Wealth Advisory held 40 shares of Diageo worth $3.21K as of Q2 2026.
Principia Wealth Advisory bought 37 Diageo shares in Q2 2026, an estimated $2.99K.
Diageo made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #463 holding.
Principia Wealth Advisory first reported a position in Diageo in Q2 2025 and has held it in 5 quarters since.
723 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.